Fairscale Capital
Sample household

The Whitmore Family

Client Office · Advisor Dyllin L. Moulton · As of 19 Aug 2026

Self-serve planning between meetings. AI can draft; a Fairscale advisor still reviews every material decision. Sign in to save a case or a draft.

Investable

$24.8M

+8.4% YTD

Total household

$31.4M

Incl. residence & alts

Est. 2026 tax

$412K

Before harvesting

Legacy funded

73%

G3 trusts + 529s

Open

Scenario modeling

Retirement, spending, gifts — compare to the base plan.

Go
Open

Tax projections

Four-year load, harvest ideas, wash-sale flags.

Go
Open

Multi-gen reporting

G1–G3 map and annual gifts to the next generation.

Go
Open

AI drafts

Letters and memos queued for advisor review.

Go

Investable path, 2026

Market value, millions — Schwab / BlackDiamond feed

Allocation

Policy mix, taxable + qualified

  • US equity
  • International
  • Municipal bonds
  • Credit
  • Alternatives
  • Cash & T-bills

On the calendar

Human meetings still sit at the center of the office

12 Sep 2026Family meeting — G2 / G3 education, Nashua
28 Sep 2026Tax projection review with Jeffrey Williams, CFP®
14 Oct 2026GST trust restatement with outside counsel